RF
CAIE

Roxbury Financial’s Calamos Autocallable Income ETF CAIE Stock Holding History

Roxbury Financial’s Portfolio CAIE Stock Details CAIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$79.5K Hold
2,920
– – 0.06% 164
2026
Q1 		$73.4K Buy
+2,920
New +$76.9K 0.07% 158

Other funds holding CAIE

CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
MFG
Menard Financial Group Houston, Texas $184M AUM 37.51% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Roxbury Financial's CAIE Position: Q2 2026 in Review

Roxbury Financial held its Calamos Autocallable Income ETF (CAIE) position steady in Q2 2026 at 2,920 shares worth $79.5K. The position accounts for 0.06% of the portfolio, ranked #164.

Roxbury Financial first reported a position in CAIE in Q1 2026 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Roxbury Financial held 2,920 shares of Calamos Autocallable Income ETF worth $79.5K as of Q2 2026.
  • Roxbury Financial left its Calamos Autocallable Income ETF share count unchanged in Q2 2026.
  • Calamos Autocallable Income ETF made up 0.06% of Roxbury Financial's portfolio in Q2 2026, its #164 holding.
  • Roxbury Financial first reported a position in Calamos Autocallable Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.